If you’ve ever missed a contract renewal or scrambled to meet a surprise deadline, you’re not alone. Keeping track of contract dates in spreadsheets or inboxes is a recipe for mistakes. This guide is for anyone who’s sick of last-minute panic and wants a straightforward way to use Juro to stay on top of contract renewals and deadlines—without drowning in reminders or busywork.
Let’s get into the nuts and bolts. No fluff, just what you need to know—and what you can safely ignore.
1. Set Up Your Contract Repository Right (Don’t Skip This)
Before Juro can help you manage deadlines, you need your contracts in there and organized. If you cut corners here, you’ll get garbage reminders or, worse, miss stuff entirely.
What works: - Centralize everything. Upload all your active contracts, even if some are PDFs or signed outside Juro. You want a single source of truth. - Tag and label as you go. Use clear, consistent tags for things like contract type, department, or client. Don’t overthink it—just pick tags you’ll actually use. - Fill in critical metadata. Dates matter most. Make sure renewal, expiry, and key milestone dates are filled in for every contract.
What to ignore: - Overly complex folder structures. Juro’s search is good—don’t waste time building a maze of subfolders.
Pro tip: If you have a backlog, start with the contracts that actually renew soon. Old expired NDAs from 2014 can wait.
2. Use Automated Reminders (But Don’t Spam Yourself)
Juro’s automated reminders are the main way to avoid missed deadlines. But if you set them up wrong, your inbox will become useless. The trick is to be deliberate about what gets a reminder and who receives it.
How to do it: - Set renewal and expiry alerts: For each contract, add a reminder for key dates—at least 30, 60, and 90 days out, depending on your renewal cycles. - Choose the right people: Don’t just CC the whole team. Route reminders to the person actually responsible for the renewal, plus a backup. - Customize the message: Add context to reminders. “Renewal coming up” isn’t helpful. “Review supplier terms before renewal on June 15” is. - Batch your notifications: Instead of getting pinged for every single contract, use Juro’s digest settings (if available) to get a summary.
What doesn’t work: - Setting reminders for every minor date. You’ll start ignoring all of them. - Relying on memory instead of the reminder system. Even the best of us forget.
Pro tip: Schedule a monthly review of upcoming renewals instead of relying solely on individual email alerts. This way, you see the big picture.
3. Build (Simple) Dashboards to See What Matters
Juro’s dashboard features can show you upcoming deadlines and renewals at a glance. But it’s easy to get lost building fancy reports that nobody looks at. Focus on what actually helps you act.
Set up: - Create a “Contracts Renewing Soon” view: Filter to show all contracts with renewal dates in the next 90 days. - Add key columns: You want contract name, counterparty, renewal date, owner, and status. That’s it. - Save and share: Save this view and share it with the people who need to see it—don’t assume everyone wants to dig around.
What works: - Checking the dashboard at the start of each week. - Using color coding or flags for contracts that need immediate attention.
What to ignore: - Custom charts or exporting to Excel unless someone genuinely needs it. Juro covers most needs natively.
Pro tip: Pin your key dashboard so it’s your default landing page when you log in. This keeps deadlines front and center.
4. Standardize Workflows for Renewals (So You Don’t Reinvent the Wheel)
Having every renewal follow a different process is a good way to drop the ball. Juro lets you set up basic workflows so everyone handles renewals the same way, every time.
How to do it: - Template your renewal process: Create a checklist or workflow template for each contract type. Example steps: Review contract, assess performance, negotiate terms, get approvals, send for signature. - Automate approval chains: If your company requires manager or legal sign-off, set this up as part of the workflow. Juro lets you assign tasks and approvals. - Track progress: Use Juro’s status fields to move contracts through each stage, so you know what’s stuck.
What works: - Keeping the workflow short and clear. If it’s too long, people will skip steps or make up their own process. - Assigning clear owners for each task.
What doesn’t work: - Relying on email threads to track who’s done what. That’s how things get missed.
Pro tip: Review your workflow templates every few months. If people are always skipping a step, it probably doesn’t need to be there.
5. Use Audit Trails and Activity Logs (But Only When You Need Them)
Juro keeps a log of who’s done what and when. This is handy if you need to check who approved a renewal or who dropped the ball—but don’t get bogged down trawling through logs for every little thing.
How to use it: - Spot-check when something’s gone wrong: If a renewal was missed, check the log to see where the process broke down. - Back up your decisions: If someone questions why a contract renewed, the audit trail shows the approvals and reminders sent.
What to ignore: - Don’t use logs as your main way to manage tasks. That’s what dashboards and workflows are for.
Pro tip: If you’re in a regulated industry, audit trails are your friend for compliance purposes. Otherwise, treat them as a backup, not your primary tool.
6. Review and Tidy Up Regularly (No Tool Does This For You)
Even with Juro humming along, contract data gets messy over time. Old contracts pile up, owners change, and reminders can drift out of sync. Build a quick monthly or quarterly tidy-up into your routine.
Checklist: - Archive expired contracts you don’t need to see every day. - Check for contracts missing renewal or expiry dates. - Update owners if someone’s left the team. - Clear out duplicate or test contracts.
What works: - Scheduling this as a recurring calendar event. If you don’t, it won’t happen.
What doesn’t work: - Assuming someone else will keep things clean. Spoiler: they won’t.
Honest Takes: What Juro Does Well (and Where It’s Weak)
The Good: - Solid reminders and dashboards—just enough to keep you honest without drowning you. - Easy to get started. You don’t need to be a contract lawyer or IT wizard. - Decent search and tagging, so you can actually find stuff later.
The Not-So-Good: - Bulk editing can be clunky, especially if you’re importing a ton of old contracts. - If your team ignores reminders or never checks the dashboard, no tool can fix that. - The workflow builder is helpful, but not as customizable as some heavy-duty contract tools.
Ignore the hype: Juro can help you keep renewals and deadlines on track, but it won’t replace a little discipline and common sense. It’s a tool—not a magic wand.
Keep It Simple and Iterate
Managing contract renewals and deadlines doesn’t have to be a headache. Get your contracts into Juro, set up focused reminders and dashboards, and stick to simple, repeatable workflows. Skip the bells and whistles unless you actually need them. The goal here is fewer surprises, not more complexity. Start small, see what works for your team, and tweak as you go. That’s how you actually stay on top of things—and keep your sanity.